Evergreen Wealth Management LLC Grows Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Evergreen Wealth Management LLC raised its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 2.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,428 shares of the company’s stock after purchasing an additional 302 shares during the quarter. Vanguard Small-Cap Growth ETF comprises approximately 2.2% of Evergreen Wealth Management LLC’s portfolio, making the stock its 17th largest holding. Evergreen Wealth Management LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $3,005,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Raymond James & Associates boosted its holdings in shares of Vanguard Small-Cap Growth ETF by 1.6% in the third quarter. Raymond James & Associates now owns 221,854 shares of the company’s stock valued at $47,517,000 after acquiring an additional 3,561 shares in the last quarter. Bank of New York Mellon Corp increased its position in Vanguard Small-Cap Growth ETF by 21.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 17,412 shares of the company’s stock worth $3,729,000 after purchasing an additional 3,105 shares during the period. Beacon Financial Advisory LLC raised its stake in shares of Vanguard Small-Cap Growth ETF by 6.7% during the 3rd quarter. Beacon Financial Advisory LLC now owns 1,626 shares of the company’s stock worth $348,000 after buying an additional 102 shares in the last quarter. Everhart Financial Group Inc. lifted its holdings in shares of Vanguard Small-Cap Growth ETF by 2.9% in the 3rd quarter. Everhart Financial Group Inc. now owns 11,848 shares of the company’s stock valued at $2,537,000 after buying an additional 337 shares during the period. Finally, Vision Capital Management Inc. boosted its stake in shares of Vanguard Small-Cap Growth ETF by 1.9% in the third quarter. Vision Capital Management Inc. now owns 75,015 shares of the company’s stock valued at $16,067,000 after buying an additional 1,372 shares in the last quarter.

Vanguard Small-Cap Growth ETF Stock Up 1.0 %

VBK stock traded up $2.53 on Friday, reaching $248.04. 204,819 shares of the company’s stock were exchanged, compared to its average volume of 326,535. Vanguard Small-Cap Growth ETF has a twelve month low of $195.63 and a twelve month high of $262.09. The stock has a fifty day moving average of $251.50 and a 200-day moving average of $236.20. The firm has a market cap of $16.71 billion, a PE ratio of 23.60 and a beta of 1.31.

About Vanguard Small-Cap Growth ETF

Vanguard Small-Cap Growth ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Growth Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Growth Index (the Index). The Index is a diversified index of growth stocks of smaller United States companies.